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Manning & Napier Group’s SO Holdings & Trades

First Buy
Q1 2026
Duration Held
1 Quarters
Largest Add
Q1 2026
+1,100 Shares
Current Position
1,100 Shares
$106,623 Value

Manning & Napier Group's SO Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 1,100 shares of The Southern Company (SO) worth $106,623, representing 0.00% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 1 quarters.

Based on recent 13F filings, Manning & Napier Group has initiated a new position in SO, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's The Southern Company (SO) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Southern Company (SO) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +1,100 New Buy 1,100 $96.93

Manning & Napier Group's The Southern Company Investment FAQs

Manning & Napier Group first purchased The Southern Company (SO) in Q1 2026, acquiring 1,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held The Southern Company (SO) for 1 quarters since Q1 2026.

Manning & Napier Group's largest addition to The Southern Company (SO) was in Q1 2026, adding 1,100 shares worth $106,623.

According to the latest 13F filing for Q1 2026, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 1,100 shares of The Southern Company (SO), valued at approximately $106,623.

As of the Q1 2026 filing, The Southern Company (SO) represents approximately 0.00% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in The Southern Company (SO) was 1,100 shares, as reported at the end of Q1 2026.